WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$2.83M
3
+$2.35M
4
SPHR icon
Sphere Entertainment
SPHR
+$1.18M
5
UBER icon
Uber
UBER
+$568K

Top Sells

1
+$4.17M
2
+$2.31M
3
+$1.79M
4
NVDA icon
NVIDIA
NVDA
+$1.31M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Technology 18.21%
2 Healthcare 16.72%
3 Industrials 12.58%
4 Consumer Discretionary 12.22%
5 Communication Services 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-76
727
– –
-40
728
– –
-265
729
– –
-92
730
– –
-41
731
– –
-20
732
– –
-801
733
$0 ﹤0.01%
145
734
– –
-363
735
– –
-235
736
– –
-642
737
– –
-110
738
– –
-214
739
– –
-284
740
– –
-59
741
– –
-999
742
– –
-3,000
743
– –
-8
744
– –
-758
745
– –
-28
746
– –
-677
747
– –
-114
748
– –
-75
749
– –
-34
750
– –
-46
28 29
30
31 32